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Invesco Short Term Treasury ETF
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Overview Fund Activity

114 hedge funds and large institutions have $1.31B invested in Invesco Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
40
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$18M
2
CI
CPR Investments
Michigan
$28.6M
3
EH
Equitable Holdings
New York
$14.4M
4
CWM
Castle Wealth Management
Florida
$25.9M
5
AC
AWM Capital
Arizona
$47.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$641K
2
Ameriprise
Ameriprise
Minnesota
$10.2M
3
Invesco
Invesco
Georgia
$435M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.1M
5
Morgan Stanley
Morgan Stanley
New York
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$8.18M +$107K +1,014 +1%
RFG
27
RFP Financial Group
Georgia
$7.38M +$4.33M +40,944 +142%
IA
28
IFG Advisory
Georgia
$6.43M +$732K +6,931 +13%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$6.23M +$6.23M +58,916 New
AI
30
Arvest Investments
Arkansas
$5.92M +$296K +2,798 +5%
HB
31
HTLF Bank
Colorado
$5.75M -$203K -1,920 -3%
GC
32
Guidance Capital
Kentucky
$5.33M +$541K +5,115 +11%
KAS
33
Kestra Advisory Services
Texas
$5.3M +$3.82M +36,192 +259%
SL
34
Sentinus LLC
Illinois
$5.14M +$4.02M +65,772 +357%
SWP
35
Stratos Wealth Partners
Ohio
$4.65M -$2.96M -28,038 -39%
Truist Financial
36
Truist Financial
North Carolina
$4.41M -$327K -3,097 -7%
Citadel Advisors
37
Citadel Advisors
Florida
$3.75M +$3.22M +30,467 +608%
GAM
38
Gotham Asset Management
New York
$3.7M +$236K +2,233 +7%
AA
39
ACT Advisors
North Carolina
$3.52M +$3.02M +28,614 +603%
Mariner
40
Mariner
Kansas
$2.78M +$694K +6,570 +33%
CCA
41
Clearwater Capital Advisors
Illinois
$2.69M +$778K +7,361 +41%
EC
42
EdgeRock Capital
Colorado
$2.67M -$482K -4,560 -15%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$2.28M -$1.92M -18,211 -46%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$2.21M +$159K +1,507 +8%
UCFA
45
United Capital Financial Advisors
Texas
$1.97M -$114K -1,079 -5%
CWP
46
Core Wealth Partners
California
$1.96M -$159K -1,509 -8%
VFA
47
Valeo Financial Advisors
Indiana
$1.57M +$65.1K +616 +4%
CGL
48
Clarius Group LLC
Washington
$1.36M +$1.36M +12,841 New
OGF
49
Orin Green Financial
California
$1.33M +$1.33M +12,575 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.31M -$170K -1,611 -11%
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